A CRM for Everyone | Small & Midsize Businesses | StartUps | Individuals | Freelancers
Working with other people? Struggling to keep everyone on the same page? PURSHO CRM enables your team, clients or vendors to collaborate, organize and discuss everything they need to get a project done. See it, track it, discuss it, act on it. It is much more than just a CRM solution.
It brings together all your customer information in a single, integrated platform that enables you to build a customer-centred business from marketing right through to sales, customer service, and business analysis. This gives you a more complete understanding of your customers to drive your business’s success.
VISUAL SALES PIPELINE
System is built around a proven sales pipeline management methodology. Get complete visibility of your leads across stages. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes.
Any project can have a dedicated group where all of the files, discussions, and tasks pertaining to that project are stored and accessed only by those users who are relevant to the project. Time spent on each task within the project can be tracked, and tasks are assigned to the concerned agents.
GET REAL-TIME NOTIFICATIONS
Know the instant a prospect opens an check invoices so you can follow up when you’re topof-mind. Also you will be notified when any particular task is assigned to you. Get email notifications and browser alerts for tasks, messages / comments. Everything you need to know, so you never miss a thing.
MOBILE CRM (Responsive)
Take your sales pipeline with you so you never miss important activities or deal opportunities. Access your todo list and contacts at all times. Be confident in knowing the full history of a deal before you step foot into an important meeting.
Use the ANNOUNCEMENT functionality to share workplace stories and happenings or any particular information about company events. Celebrate your organization’s culture, values and successes.
TASKS / TO DO
Organize to-dos into task lists. Set due dates and assign to people. Easily reorder for priority, add details, notes, comments or file attachments. Add estimates & log time for each task & make it billable too. See what’s assigned to you and sort by date.
Get instant insights into what’s going on with your projects. See what’s due soon or already overdue. Check what’s on someone’s plate or what they’ve been up to recently. Better measurements combined with deep insight allow for more efficient use for your team’s resources.
Our simple “ Time-tracking” feature allows users to estimate and track how much time they spend working on a particular task and to generate reports based on that information. Time logged can be marked as “billable” or “non-billable” and time log reports can be easily shared with clients.
Need to follow up with prospects and clients? Easily schedule activities like meetings, email, call, etc. and view upcoming activities on your dashboard. You can even schedule an alert for your self, so that CRM can notify you at that particular time and date.
Sales targets can be set directly inside PURSHO CRM. This means you can set goals for each of your sales agents, each pipeline, entire company, and track their progress in real-time. Add milestones with dates, times, date ranges, or monthly yearly periods. See what’s due when. Assign people to any milestones and notify them when milestones are added.
The CRM in PURHSHO allows you to create personalized invoices instantly. Client data from the PURSHO CRM are automatically inserted into an invoice – just select the appropriate Contact or Lead. Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly. When done, you can send the invoice directly from your CRM to the client’s email address, save the invoice as a PDF file, and even print it
DOC & FILES
Organize important files & documents for your products/services or any. Share files between different projects. When you spend too much time searching for your sales collateral, you lose productivity. With the PURSHO CRM Media, access all your collateral in a central location, and create folders and sub-folders for quicker reference.
Create recurring invoices who will be regenerated automatically based on your setup for the recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
You can add customers with all the basic details with the billing address, shipping address and their company details. Even GSTIN can be added which will be reflected on the invoice.
Depending on the plans you choose, staff user can be added into solution with specific permissions. Even username or passwords can be created.
INVOICE OVERDUE NOTICE
You can send invoice overdue notice manually or automatically after a specific period of the due date. It looks professionally and acts as a reminder to pay the invoices as soon as possible.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. Customer can accept estimate online.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. A proposal can be expired on a particular date and same will be informed automatically to a customer.
Merging invoices is feature in PURSHO ServBill that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to create another invoice for the customer and you want to prevent your customer to pay multiple invoices, in this case your customer will only need to pay 1 invoice.
PURSHO CRM comes with a professional helpdesk ticket service that lets you organize technical support services and create a transparent & efficient system for service requests of any clients. Support tickets can be created by filling out a special form and assigning the work to the concerned team.
As you recieved the payment, you can mark the invoice as paid with all the details of payment mode and dates. A reciept will automatically send to email of the customer or you can even mark to ‘ do not send a copy of payment record to the customer. Additionally, the system will send another email (Invoice Payment Recorded (Sent to staff) to invoice sale agent and invoice creator, this email will be sent too when the customer pays the invoice online via an online payment gateway.
PRINT OR EMAIL INVOICE
It is print ready with all your company information, logo, gst details. So you can print and share with your customer. Or even email directly with just a click that too with a pre-ready email template.
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers.
With just few clicks you can share a customer statement with all its pending bills or balances if any confusion. You can even send directly as a pdf attachment from your billing solution.
Use contracts feature to lock in current and future contract based services like AMC or any particular. Also you can attached the related documents with it. Ability to send customer reminders before contracts expiry. Can renew the contract as well.
With ServBill you have option to set customer reminder. This option allows you to never forget anything about your customers. You can set it and get alerted on particular day or time for the same. So you won’t forget anything related to your customer.
Your customer changed his mind and now he want to return the payment done. So you can now easily provide a credit note and send back to customer which can be used for any future services he opt for.
PERSONAL TO DO LIST
You can manage your daily to do list, so that you won’t be forget or loose any task or business. Easily change todo status by the drag and drop feature.
Have clear view of all your company events upcoming invoice payments, contacts expirations, estimates expiration, reminders.
You can export the invoices, proposals in an excel format with all the filters as you wish. Even you can export invoices in to a single zip based on your criteria it will be added in to zip.
WE ARE SMART
As you can check who has viewed your Proposal or invoices and at what time. So that you can plan your next action accordingly.
At the end of the month, you often require a list of sales and expenses done or lead closed or pending. So here you can get with all taxes.
You can easily create invoices or book expenses with applicable GST like IGST, CGST-SGST. So that its easy for you share your GST wise details with your Chartered Accountant (CA).